See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,420 | $189,613-68.1% | $167,512-63.9% | $142,382-57.6% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 16.64% | 2024.68%-2008.0pp | 1615.79%-1599.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,901 | $4,349-33.3% | $3,882-25.3% | $4,299-32.5% |
| Participant deferral / active EE | $5,794 | $6,981-17.0% | $6,405-9.5% | $6,507-11.0% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |